Ryan Forster is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with NewEdge Advisors and has held prior roles at Cetera Advisors LLC, Prosperity Advisors, Engage Advisors, U.S. Bancorp Investments, and Merrill. Outside of advisory services, he is a partner at E Social, a real estate and social club in Leawood, KS. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a variety of portfolio management and consulting services and uses multiple program structures that combine in-house and third-party investment management.

Brian Mayfield is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes eight years at American Century Investment Services Inc. and two years with The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating both proprietary and third-party investment options.

Lawrence Ingram is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. His previous roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, and brokerage with a combination of proprietary and third-party strategies.

Michael Russell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2022. His prior experience includes roles at Creative Planning, Centriq Training, and CBOE Global Market. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and ancillary services such as tax planning and estate-planning support. The firm’s investment approach emphasizes diversified allocations aligned with clients’ objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

Ryan Costello is a CFP® professional with 23 years of industry experience, currently serving at Cetera Planning Partners since 2004. Based in Leawood, KS, he holds Series 63 and Series 65 licenses and has spent over two decades with his current firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach tailored to clients’ objectives and risk tolerance.

Christopher Rea is a financial advisor at First Citizens Investor Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BMO Bank, LPL Financial, BancWest Investment Services, and Bank of the West. His current role at First Citizens Investor Services began in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities through advisory and brokerage services. The firm offers portfolio management, wrap programs, model portfolios, and a Guided Investing platform, applying fundamental, quantitative, and technical analysis to a broad range of investment products.

Thomas Beauregard is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Fidelity Investments and Northwestern Mutual. His background includes various roles at Wheaton College and engagement with community organizations such as Salem Public Schools and Salem YMCA. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis, with accounts managed directly or through third-party managers.

Jeffrey Goff is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc., Waddell & Reed, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Calista Randall is a financial advisor at Valic Financial Advisors with a Series 66 credential and three years of industry experience. Her work history includes roles at Agia and multiple positions in education and community organizations. Outside of her advisory role, she provides non-securities insurance products through Agia and offers pet sitting and walking services via the Rover app. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and various overlay options for portfolio management.

Linda Hall is a CFP® professional with 39 years of industry experience, currently serving at Valic Financial Advisors since 1987. She also holds licenses for Series 63 and Series 65. In addition to her advisory role, she is affiliated with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party UMA model managers.

Martha Paterik is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments and Keen Wealth Advisors prior to joining Cetera Planning Partners in 2023. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

John Nauman is a financial advisor at Osaic Institutions, Inc. with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. Nauman serves as a trustee for a family trust and engages in insurance sales through Security Bank on a limited basis. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines adviser and broker-dealer structures, offering customized advisory services, access to alternative investments, and a lending marketplace while allowing clients to choose discretionary or pre-approval transaction control.

Theodore Adams is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He began his advisory career in 2025 and has prior experience in logistics, education, and franchise operations. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services using Envestnet UMA models and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Patrick Beach is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds Series 63 and Series 66 designations and has 25 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brian Wiklund is a CFP® professional with 28 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm provides a range of services including financial planning, investment management, retirement plan consulting, brokerage, insurance products, and select M&A advisory services.

Timothy Watters is a CFP® professional with 18 years of industry experience. He has been with Cetera Planning Partners since 2024 and previously operated Watters Financial Services, LLC for 38 years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm also offers tax planning and preparation, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies through a third-party provider.

Christina Mc Cabe is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Cetera Planning Partners since 2024 and previously spent seven years at Financial Engines Advisors L.L.C. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Timothy Walla is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Ameritas in various roles since 1999 and is the owner of Walla Street Wealth Management, Inc. In addition to his financial advisory work, he owns and manages R.W. Engineering, Inc., a business focused on industrial equipment sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms to deliver customized portfolio solutions while maintaining a corporate structure that includes affiliated broker-dealer and insurance entities.

Michael Di Santo is a financial advisor with Empower Advisory Group in Olathe, KS, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes positions at Empower Financial Services, SmartAsset, Angi, and DST Enterprise Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Anthony Dilaveri is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focusing on long-term portfolio returns and client savings rates.